AWM
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Avior Wealth Management’s Capital City Bank Group CCBG Stock Holding History

Avior Wealth Management’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$83 – 2504
2024
Q1 		$83 Buy
+3
New +$84 ﹤0.01% 3262

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

Avior Wealth Management's CCBG Position: Q2 2024 in Review

Avior Wealth Management sold out of Capital City Bank Group (CCBG) in Q2 2024, closing a stake of 3 shares — an estimated $83 sold.

Avior Wealth Management first reported a position in CCBG in Q1 2024 and held it in 1 quarter. The position peaked at $83 in Q1 2024. 96 funds tracked by Wall St. Rank hold CCBG as of Q2 2024.

  • Avior Wealth Management reported no remaining Capital City Bank Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 3 Capital City Bank Group shares in Q2 2024, an estimated $83.
  • Avior Wealth Management first reported a position in Capital City Bank Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Capital City Bank Group position peaked at $83 in Q1 2024.
  • 96 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.